Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,625 | $97,125-40.7% | $86,233-33.2% | $137,256-58.0% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.0%+6.0pp | 80.0%-5.0pp |
| Annual return | 22.00% | 74.19%-52.2pp | 61.39%-39.4pp | 220.34%-198.3pp |
| Employer contribution / active EE | $1,708 | $2,841-39.9% | $2,504-31.8% | $4,156-58.9% |
| Participant deferral / active EE | $6,382 | $5,180+23.2% | $4,559+40.0% | $6,407-0.4% |
| Admin fee / account holder | $2,215 | $9,725-77.2% | $8,342-73.4% | $12,270-81.9% |